We take the time to listen and fully understand your family, professional, and financial circumstances.
Integrated Solutions for Lasting Wealth
At RB Groupe Financier, we help families and business owners in Laval and the surrounding area structure, protect, and grow their wealth with a clear, personalized, and long-term perspective.
We offer a comprehensive range of wealth management services, coordinated to provide our clients with consistency, simplicity, and peace of mind.
A Thoughtful, Coordinated and Personal Approach
We believe that wealth management is first and foremost about clarity
and consistency.
Our approach is built on open dialogue,
rigorous analysis, and close coordination across every aspect of your
financial situation. Our process includes:
Together, we define objectives aligned with your priorities, whether they involve growth, protection, wealth transfer, or lifestyle balance.
We develop personalized investment and planning strategies while taking tax and estate considerations into account.
Your situation evolves, and so do our strategies. We regularly review your plans to ensure they continue to reflect your goals and circumstances.
Our services
Certain services are provided by third parties. *1, 2, 3
Your situation evolves, and so do our strategies. We regularly review your plans to ensure they remain aligned with your changing needs and objectives.
A structured view of your overall financial situation to help guide important decisions with confidence.
Tailored strategies designed to optimize your tax situation today and over the long term.
A thoughtful approach to facilitating the smooth transfer of wealth and protecting the people who matter most.
Solutions tailored to the realities of business owners and executives, including growth planning, liquidity management, and succession planning.
As a team of National Bank Financial - Wealth Management, we collaborate with an extensive network of specialists to deliver solutions for even the most complex situations.
Tool Box
Need Help?
1-888-751-1220 | Monday to Friday from 9 a.m. to 5 p.m. (ET)
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
